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Calamos Strategic Total Return Fund shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Calamos Strategic Total Return Fund (CSQ) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Calamos Strategic Total Return Fund

Tip: Access up to 7 years of quarterly data

All positions including Calamos Strategic Total Return Fund held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Strategic Total Return Fund by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 19k 17.35
2024-06-30 $312k 19k 16.82
2024-03-31 $244k 16k 15.56
2023-12-31 $223k 15k 14.87
2023-09-30 $218k 16k 14.07
2023-06-30 $233k 16k 14.75
2023-03-31 $222k 16k 14.00
2022-12-31 $495k 37k 13.42

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Top funds holding Calamos Strategic Total Return Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Cornerstone Advisors
Bensler
Raymond James Financial Services Advisors
LPL Financial
McGowan Group Asset Management
Cetera Investment Advisers
Advisors Asset Management
Stratos Wealth Partners
Apollon Wealth Management
Guggenheim Capital, LLC Managers

View all funds holding Calamos Strategic Total Return Fund